Filed December 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,577 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,267 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,892 | $43,453+10.2% | $109,313-56.2% | $63,975-25.1% |
| Participation rate | 86.8% | 59.3%+27.5pp | 71.3%+15.5pp | 71.1%+15.6pp |
| Annual return | 54.52% | 9.85%+44.7pp | 22.07%+32.4pp | 48.65%+5.9pp |
| Employer contribution / active EE | $2,103 | $1,799+16.9% | $3,892-46.0% | $2,182-3.6% |
| Participant deferral / active EE | $5,536 | $2,093+164.5% | $3,166+74.8% | $3,356+64.9% |
| Admin fee / account holder | $21 | $79-73.1% | $5,666-99.6% | $70-69.9% |